Read our announcement below about the availability of our Next-Gen Integration platform.
AxeRoy presents
Autotask + Microsoft Dynamics 365
Sales
CRM Integrations
AxeRoy Automated connector to synchronize your Autotask Customer data with Microsoft Dynamics 365 Sales is offered as:
Self-Managed or Fully-Managed
About the Connector
AxeRoy's Next-Gen Integration app considerably shortens the time from provisioning to production while reducing risks and costs. Faster deployments also means earlier benefits, cost savings, to ultimately better ROI.
The bi-directional CRM Connector for Autotask and Microsoft Dynamics 365 Sales facilitates the automated process to sync your customer data where and when you need it.
This Connector can sync any data between the systems, including custom fields.
Main Features
• Bi-directional,
• Scalable Data Mapping between entities and fields,
• Self-Service Portal to access synchronization logs and some of the integration parameters,
• Data Transformations,
• Correlations (Account Types, Currencies, Locations, Users, etc.),
• Exclusions,
• Overrides,
• Conditions,
• Filters,
• Workflows,
• Notifications,
• Schedule On-demand,
• Can scale up or down anytime to sync the data you need to run your business.
Additional Features
- Supported Protocols: Web Services,
- Extreme Security (transport and rest),
- Always maintained and enhanced to fully comply with Autotask and Microsoft compatibility and security standards.
- Compliant with National and International standards.
Connector Specifications
Connector Purposes
Synchronize your data between Autotask and Microsoft Dynamics 365 Sales.
The AxeRoy connector provides an automated and reliable solution to sync your data when you need it most.
Dynamic Functionality
Dynamic configuration of the connector provides unparalleled capability to scale with your business.
Centralized and Unified Integrations
Using Cloud Integration and Enterprise Hub infrastructure.
Integration Logic and Orchestration
Data Mapping (Standard and Custom fields), Data Transformations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows.
Protocols
AxeRoy Connectors leverage the suggested vendor's protocols Web Services/API.
International Considerations
- Currency (Customizable).
- Legal Compliance (GDPR).
- Standard Compliance.
- Geo-based Provisioning and Operations.
Synchronization Schedules
Defined Schedules that are convenient to you to run the synchronizations.
Privacy & Security
Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm).
Fully Managed or Self-Managed
With our Fully-Managed services, AxeRoy Provisions, Maintains, Monitors, and Supports your connector and the entire Systems Integration Infrastructure.
Our Self-Managed edition of the connector allows companies to configure the connector with a no-code user interface, manage changes, and monitor the synchronization operations.
Low Cost, High Benefits
AxeRoy solutions provide low cost, high benefits to any organization looking to integrate their systems. This is compared to companies implementing and maintaining their integrations internally, as well as comparing other third-party providers.
Choosing The Best Management option for your AxeRoy Pre-built Integrations
(AxeRoy Self-Managed vs AxeRoy Fully-Managed)
Fully-Managed Offerings
Setup in days, faster ROI
AxeRoy Fully-Managed Integrations
Autotask + Microsoft Dynamics 365
MOMENTUM Essential
Fast integration roll-out for quick ROI.
$ 150USD
/Month
- Access to
AxeRoy Sync Lite Edition (LE)
Essential Features
Cloud Interface to easily monitor sync logs and manage schedules with multi-user access. - 2-Way Sync for Core Entity
Synchronize records for Accounts and Contacts. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Scalable Solution
A robust, adaptive solution designed to grow with your business and support your core integration needs. - Automated Data Sync
Up to two scheduled syncs per day to keep your data current. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Reliable assistance when you need it.
AxeRoy Fully-Managed
Autotask + Microsoft Dynamics 365
TURNKEY Setup
- Connector Provisioning and Connectivity Setup
- Field Mapping and Transformation review
- Data Integrity Diagnostics & Alignment
- User Acceptance Tests & Deployment to Production
AxeRoy Fully-Managed Integrations
Autotask + Microsoft Dynamics 365
ULTIMATE Essential
Fast integration roll-out for maximum value.
- Access to
AxeRoy Sync Lite Edition (LE)
Essential Features
Cloud interface to easily monitor sync logs and manage schedules with multi-user access. - 2-Way Sync for Multiple Entities
Synchronize records for standard and custom entities, including Accounts, Contacts, Opportunities, Tickets, Products, Contracts, and more. - Customization Capabilities
Support for custom transformations, objects, fields/User Defined Fields (UDF), and more. - Scalable Solution
An advanced and adaptive solution built to handle more complex and demanding integrations. - Automated Data Sync
Multiple scheduled syncs per day ensure your data is always up-to-date. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Reliable assistance when you need it.
Self-Managed Offerings
Setup in days, greater ROI
AxeRoy Fully-Managed Integrations
Autotask + Microsoft Dynamics 365
MOMENTUM Professional
Fast integration roll-out for quick ROI
$ 150USD
/Month
NO SETUP FEES
- Access to
AxeRoy Sync Professional Edition (PE)
Professional Features
Single-user access to the Cloud interface with standard Professional tools for no-code configuration, monitoring, and management of your AxeRoy Connectors. - 2-Way Sync for Core Entities
Seamlessly synchronize records for Accounts and Contacts. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Pre-built Templates
Accelerate setup and reduce risk with ready-to-use configuration templates. - Sync Scheduler
Up to two scheduled syncs per day. - Sync Logs
Track and troubleshoot sync operations using logs with recommendations. - Scalable Solution
A robust, adaptive solution designed to grow with your business and support your core integration needs. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Dedicated assistance to keep your integration running smoothly.
AxeRoy Fully-Managed Integrations
Autotask + Microsoft Dynamics 365
ULTIMATE Professional
Fast integration roll-out for quick ROI
- Access to
AxeRoy Sync Professional Edition (PE)
Professional Features
Multi-user access to the Cloud interface with advanced Professional tools for no-code configuration, monitoring, and management of your AxeRoy Connectors. - 2-Way Sync for Multiple Entities
Seamlessly synchronize records for standard and custom entities, including Accounts, Contacts, Opportunities, Tickets, Products, Contracts, and more. - Customization Capabilities
Support for custom transformations, objects, fields/User Defined Fields (UDF), and more. - Pre-built Templates
Accelerate setup and reduce risk with ready-to-use configuration templates. - Sync Scheduler
Multiple scheduled syncs per day. - Sync Logs
Track and troubleshoot sync operations using logs with recommendations. - Task Management
While configuring, organize your tasks, notes, and reminders with our integrated To-Do app. - Scalable Solution
An advanced, adaptive solution designed to grow with your business and support more complex and demanding integrations. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Dedicated assistance to keep your integration running smoothly.
The "Ultimate" Package is the most popular option.
The fully packed and automated
process ensures optimum data integrity, consistency, and availability between Autotask and
Business Central. Request more information
Our 2025 Next-Gen Integration Platform is now available!
On January 2025, AxeRoy has officially released the 2025 Next-Gen Integration Platform, designed to seamlessly integrate Microsoft Dynamics 365 Sales with Autotask.
While we are diligently migrating existing customers to this enhanced platform, please note that onboarding may take slightly longer than usual.
We encourage you to contact us as soon as possible to ensure a higher order of priority.
Partners
Enterprise Integrations
AxeRoy provides integration solutions for Microsoft business applications from and to other systems.
Autotask Integrations Partner
SMBs and Enterprise Customers alike are able to leverage AxeRoy's Integration Connectors and Hubs to keep 2 or more of their systems synchronized.